The deployment of Koho is made easy for our customer

It doesn’t matter where in the world you are: all of our deployment trainings and meetings are held remotely. We ensure, that you are able to start using Koho in the best possible way.

The deployment process

We adjust the deployment process according to how widely Koho will be used, how large the organisation in question is, and which components are most important. We make sure that the software is utilised correctly. You need to provide us with specific materials required for the set-up, and we will set up your Koho profile ready for training.

1. Kick-off meeting

Koho’s project manager arranges a remote meeting, where you can together agree on how the implementation of the software is carried out. The specific factors affecting your company’s operations will be taken into account.
During the meeting your project manager will advice you which documents, materials and information is needed for the deployment.
During the call you are able set the training dates of the deployment process.
The project manager will compile a summary of the meeting and also sample files to help you deliver the necessary materials.
You do not need to make any special preparations for the meeting.

2. A basic model is created

We will create a functional account based on the submitted materials. The final configuration is done together with you during the administrator training.
Koho’s project manager will provide a participation link beforehand for each meeting or training. The project manager ensures, that the essential participants can join each training session.

→ Koho’s expert builds an account for your company equipped with basic operating capabilities.

3. Main user / administrator training

Koho’s functions, settings, and all the tasks that the selected main users are responsible for are thoroughly reviewed during the administrator training.
The training is structured according your company’s needs, and they are held in a discussion-based manner. This ensures, that your wishes concerning the system’s operations can be fulfilled.

4. Creating functions

After the administrator training, a few days are often set aside, during which the administrator, in collaboration with Koho’s project manager, can create functions for supervision of work in the system.

5. Training of other users

Once your company’s account is up and running, Koho’s project manager trains your staff according to the agreement.

→ After this training, Koho is ready to be put into full use.

6. Training of invoicers and testing

After the commissioning date, Koho’s project manager will test the integrations of sales invoicing and other agreed systems with you.
The people responsible for your company’s invoicing are also trained.

Training of Koho users

User training is usually organized in three different phases, taking into account the needs of your company.

To support remote learning, you have access to Koho’s web-based help portal, where you are able to read pictorial, detailed instructions for the various functionalities.

Administrator training

The administrator training covers Koho’s basic settings, imported material, basic tasks of the administrator, time tracking, work time entries, work orders, project management, contracts, and the invoicing process.

Training of work time tracking

During the training of work time tracking, your personnel are instructed in work time tracking and recording work time entries.

Invoicing training

The invoicing training covers the processing of hours, contract invoicing, and data transfer to your financial management system.

Would you like to have a look? Request a free demo!

Request a free demo and let Koho convince you. During the meeting we can go through your company’s sales and invoicing processes, and help you boost your sales and save up to 87% in invoicing with Koho. The demo gives you a better view on how Koho will help your company succeed.

Request a demo